To apply autoflow to a contact, please follow the below steps:

  1. Go to Contacts Report, select the contact record you want to apply autoflow.
  2. Click Operations Menu.
  3. Click Apply Autoflow.
  4. Select an autoflow you want to apply on specific contact.
  5. Click Apply.

Once you click Apply, the tasks gets created for a specific contact and can be viewed on the tasks report.

Learn more about Contacts

Related Articles:
Contacts overview
Add a new contact
Import contacts from file
Add relationships between contacts
Add tag to contact
Add custom fields to contact
Edit contact
Delete contact
Contact searches
Use filters to sort contacts

About LawGro:

LawGro is a next generation legal practice management software to help lawyers deliver client happiness and grow business.

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